Valley Forge Investment Consultants Inc Adv Reduced Holdings in Q3 2024

Valley Forge Investment Consultants Inc Adv

$285 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB Schwab Strategic Tr Us Broad M ETFs	-21.1K - 15.91%	$59.93 - $66.52 $1.27M - $1.41M	112K $7.43M
SCHD Schwab Strategic Tr Us Dividen ETFs	-8.35K - 12.71%	$77.02 - $85.06 $643K - $711K	57.4K $4.85M
IUSG Ishares Core S&P U.S Growth Et ETFs	-1.57K - 13.21%	$116.79 - $133.54 $183K - $210K	10.3K $1.36M
SPY Spdr S&P 500 ETF Trust ETFs	-96 - 14.93%	$517.38 - $573.86 $49.7K - $55.1K	547 $313K
VIG Vanguard Dividend Appreciation ETFs	-51 - 0.49%	$182.15 - $182.15 $9.29K - $9.29K	10.3K $1.88M
VO Vanguard Mid Cap ETF ETFs	-227 - 8.59%	$237.84 - $263.83 $54K - $59.9K	2.42K $637K
QQQ Invesco Qqq Trust, Series 1 ETFs	-17 - 2.94%	$434.77 - $502.96 $7.39K - $8.55K	561 $273K
VUG Vanguard Growth ETF ETFs	-13 - 1.0%	$341.08 - $391.94 $4.43K - $5.1K	1.29K $495K
SCHZ Schwab Us Aggregate Bond ETF ETFs	-1.3K - 3.09%	$45.2 - $47.87 $58.5K - $62K	40.6K $1.93M
IWM Ishares Russell 2000 ETF ETFs	-3 - 0.21%	$200.87 - $224.6 $603 - $674	1.41K $312K
USMV Ishares Msci Usa Min Vol Facto ETFs	-206 - 2.69%	$83.76 - $91.82 $17.3K - $18.9K	7.45K $680K
SCHG Schwab Strategic Tr Us Large C ETFs	-36 - 0.21%	$92.63 - $105.69 $3.33K - $3.8K	17.1K $1.78M
IWF Ishares Russell 1000 Gr ETF ETFs	-175 - 1.42%	$332.02 - $382.76 $58.1K - $67K	12.1K $4.56M
IUSV Ishares Core S&P U.S. Value Et ETFs	-405 - 1.63%	$87.56 - $95.49 $35.5K - $38.7K	24.5K $2.34M

Activity Summary All Purchases 59 New Holdings 7 Increased Positions 52 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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